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Broadcom
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Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1026
Hengehold Capital Management
Ohio
$3.09M +$108K +1,240 +4%
SW
1027
StrongBox Wealth
Missouri
$3.08M +$594K +6,850 +24%
EWA
1028
Exencial Wealth Advisors
Oklahoma
$3.08M -$3.78M -43,540 -55%
BTWM
1029
Baker Tilly Wealth Management
Wisconsin
$3.07M -$304K -3,510 -9%
ETC
1030
Exchange Traded Concepts
Oklahoma
$3.07M -$3.83M -44,200 -56%
EWM
1031
Evercore Wealth Management
New York
$3.06M +$257K +2,960 +9%
EFM
1032
Eley Financial Management
Vermont
$3.05M -$20K -230 -0.6%
VFA
1033
Valeo Financial Advisors
Indiana
$3.05M -$490K -5,650 -14%
KA
1034
Kintegral Advisory
New York
$3.05M – – –
ET
1035
Equitable Trust
Tennessee
$3.04M -$127K -1,460 -4%
PWM
1036
Purus Wealth Management
California
$3.03M +$101K +1,160 +3%
MMPW
1037
Mitchell McLeod Pugh & Williams
Alabama
$3.03M -$25.2K -290 -0.8%
UCMOK
1038
United Capital Management of KS
Kansas
$3.03M -$5.21K -60 -0.2%
CWAG
1039
Compton Wealth Advisory Group
Virginia
$3.03M -$14.7K -170 -0.5%
MIH
1040
Meitav Investment House
Israel
$3.03M -$112K -1,320 -4%
FDS
1041
Freedom Day Solutions
Texas
$3.02M -$180K -2,080 -6%
CWMGP
1042
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3M -$699K -8,060 -19%
NMG
1043
New Millennium Group
Utah
$2.99M +$531K +6,120 +22%
CA
1044
CoreCap Advisors
Michigan
$2.96M +$2.96M +34,070 New
PCM
1045
Palouse Capital Management
Washington
$2.95M -$1.2M -13,780 -29%
RCG
1046
Resource Consulting Group
Florida
$2.94M +$2.94M +33,890 New
GEA
1047
Glen Eagle Advisors
New Jersey
$2.93M +$222K +2,560 +8%
RPSA
1048
Richard P. Slaughter Associates
Texas
$2.93M -$7.81K -90 -0.3%
PSC
1049
Portman Square Capital
United Kingdom
$2.93M +$1.35M +15,590 +86%
GIM
1050
Groesbeck Investment Management
New Jersey
$2.93M -$298K -3,430 -9%
40 41
42
43 44